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Shoulder Innovations, Inc.. (SI) Stock Fundamental Analysis & AI Rating 2026

SI NYSE Surgical & Medical Instruments & Apparatus DE CIK: 0001699350
Recently Updated • Analysis: Apr 15, 2026 • SEC Data: 2025-12-31
STRONG SELL
85% Conf
Pending
Analysis scheduled

📊 SI Key Takeaways

Revenue: $47.3M
Net Margin: -85.3%
Free Cash Flow: $-36.0M
Current Ratio: 11.07x
Debt/Equity: 0.11x
EPS: $-4.65
AI Rating: STRONG SELL with 85% confidence
Shoulder Innovations, Inc.. (SI) receives a STRONG SELL rating with 85% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $47.3M, net profit margin of -85.3%, and return on equity (ROE) of -28.7%, Shoulder Innovations, Inc.. demonstrates mixed fundamentals in the Healthcare sector. Below is our complete SI stock analysis for 2026.

Is Shoulder Innovations, Inc.. (SI) a Good Investment?

Claude

Despite strong 49.6% revenue growth and exceptional 76.5% gross margins, SI is burning cash at an unsustainable rate with negative operating cash flow (-$28.6M) and rapidly accelerating net losses (-158.4% YoY). The $62.5M in annual operating expenses consuming all gross profit indicates a fundamentally broken business model with no clear path to profitability.

Why Buy Shoulder Innovations, Inc.. Stock? SI Key Strengths

Claude
  • + Strong revenue growth of 49.6% YoY demonstrates market demand for products
  • + Exceptional 76.5% gross margin indicates strong pricing power and manufacturing efficiency
  • + Solid balance sheet with $140.8M equity, minimal debt (0.11x debt-to-equity), and $26.9M cash reserves
  • + Excellent liquidity position with 11.07x current ratio provides operational flexibility

SI Stock Risks: Shoulder Innovations, Inc.. Investment Risks

Claude
  • ! Unsustainable cash burn of -$36.0M annually with only $26.9M cash on hand; at current burn rate, cash depletes in under 12 months
  • ! Operating expenses represent 132% of revenue; despite strong gross profit of $36.2M, operating loss of -$26.3M indicates structural cost problem unrelated to revenue scale
  • ! Net losses accelerating catastrophically (-158.4% YoY decline) while revenue grows, showing business is moving farther from profitability, not closer
  • ! Negative operating cash flow (-$28.6M) indicates inability to fund operations from core business, relying on balance sheet depletion
  • ! No interest coverage ratio calculable due to negative EBIT; company cannot service debt from operations despite low debt levels

Key Metrics to Watch

Claude
  • * Operating expense ratio trend; must drop below 75% of revenue to approach breakeven
  • * Quarterly cash burn rate; critical to determine months of runway remaining before funding crisis
  • * Path to operating profitability; any improvement in operating margin trajectory or timeline to EBITDA positive status

Shoulder Innovations, Inc.. (SI) Financial Metrics & Key Ratios

Revenue
$47.3M
Net Income
$-40.4M
EPS (Diluted)
$-4.65
Free Cash Flow
$-36.0M
Total Assets
$169.9M
Cash Position
$26.9M

💡 AI Analyst Insight

Strong liquidity with a 11.07x current ratio provides a solid financial cushion.

SI Profit Margin, ROE & Profitability Analysis

Gross Margin 76.5%
Operating Margin -55.6%
Net Margin -85.3%
ROE -28.7%
ROA -23.8%
FCF Margin -76.1%

SI vs Healthcare Sector: How Shoulder Innovations, Inc.. Compares

How Shoulder Innovations, Inc.. compares to Healthcare sector averages

Net Margin
SI -85.3%
vs
Sector Avg 12.0%
SI Sector
ROE
SI -28.7%
vs
Sector Avg 15.0%
SI Sector
Current Ratio
SI 11.1x
vs
Sector Avg 2.0x
SI Sector
Debt/Equity
SI 0.1x
vs
Sector Avg 0.6x
SI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Shoulder Innovations, Inc.. Stock Overvalued? SI Valuation Analysis 2026

Based on fundamental analysis, Shoulder Innovations, Inc.. has mixed fundamental signals relative to the Healthcare sector in 2026.

Return on Equity
-28.7%
Sector avg: 15%
Net Profit Margin
-85.3%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.11x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Shoulder Innovations, Inc.. Balance Sheet: SI Debt, Cash & Liquidity

Current Ratio
11.07x
Quick Ratio
9.55x
Debt/Equity
0.11x
Debt/Assets
17.2%
Interest Coverage
N/A
Long-term Debt
$14.9M

SI Revenue & Earnings Growth: 5-Year Financial Trend

SI 5-year financial data: Year 2025: Revenue $47.3M, Net Income -$15.6M, EPS $-242.04.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Shoulder Innovations, Inc..'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $-242.04 indicates the company is currently unprofitable.

SI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-76.1%
Free cash flow / Revenue

SI Quarterly Earnings & Performance

Quarterly financial performance data for Shoulder Innovations, Inc.. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $7.5M -$3.6M $-0.64
Q2 2025 $8.3M -$3.6M $-72.74

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Shoulder Innovations, Inc.. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$28.6M
Cash generated from operations
Capital Expenditures
$7.4M
Investment in assets
Dividends
None
No dividend program

SI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Shoulder Innovations, Inc.. (CIK: 0001699350)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 8-K si-20260413.htm View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773783749.xml View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773783487.xml View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773783266.xml View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773783067.xml View →

Frequently Asked Questions about SI

What is the AI rating for SI?

Shoulder Innovations, Inc.. (SI) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are SI's key strengths?

Claude: Strong revenue growth of 49.6% YoY demonstrates market demand for products. Exceptional 76.5% gross margin indicates strong pricing power and manufacturing efficiency.

What are the risks of investing in SI?

Claude: Unsustainable cash burn of -$36.0M annually with only $26.9M cash on hand; at current burn rate, cash depletes in under 12 months. Operating expenses represent 132% of revenue; despite strong gross profit of $36.2M, operating loss of -$26.3M indicates structural cost problem unrelated to revenue scale.

What is SI's revenue and growth?

Shoulder Innovations, Inc.. reported revenue of $47.3M.

Does SI pay dividends?

Shoulder Innovations, Inc.. does not currently pay dividends.

Where can I find SI SEC filings?

Official SEC filings for Shoulder Innovations, Inc.. (CIK: 0001699350) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is SI's EPS?

Shoulder Innovations, Inc.. has a diluted EPS of $-4.65.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is SI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Shoulder Innovations, Inc.. has a STRONG SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is SI stock overvalued or undervalued?

Valuation metrics for SI: ROE of -28.7% (sector avg: 15%), net margin of -85.3% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy SI stock in 2026?

Our dual AI analysis gives Shoulder Innovations, Inc.. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is SI's free cash flow?

Shoulder Innovations, Inc..'s operating cash flow is $-28.6M, with capital expenditures of $7.4M. FCF margin is -76.1%.

How does SI compare to other Healthcare stocks?

Vs Healthcare sector averages: Net margin -85.3% (avg: 12%), ROE -28.7% (avg: 15%), current ratio 11.07 (avg: 2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 15, 2026 | Data as of: 2025-12-31 | Powered by Claude AI